About Brian
Brian supports the practice-integrated wealth management team, providing comprehensive financial planning services to help Focus Partners Wealth clients understand and achieve their financial goals. Brian is enthusiastic about his role in supporting a team that strives to deliver an exceptional client experience. He appreciates the importance of a well-rounded team working collaboratively to develop, implement, and monitor a plan that helps clients achieve their distinct goals.
Brian lives in Westfield, Indiana, with his daughter. Outside of work, he works with a different team as the coach of his daughter’s youth baseball team. Whether he’s helping his players hit a fastball or helping his clients hit their financial goals, there’s nothing more rewarding to Brian than helping others succeed.
Education and Professional Milestones
- University of Indianapolis - bachelor’s degree in economics and finance
- Prior to Focus Partners Wealth, was a financial advisor with Prudential Financial
Brian supports the practice-integrated wealth management team, providing comprehensive financial planning services to help Focus Partners Wealth clients understand and achieve their financial goals. Brian is enthusiastic about his role in supporting a team that strives to deliver an exceptional client experience. He appreciates the importance of a well-rounded team working collaboratively to develop, implement, and monitor a plan that helps clients achieve their distinct goals.
Brian lives in Westfield, Indiana, with his daughter. Outside of work, he works with a different team as the coach of his daughter’s youth baseball team. Whether he’s helping his players hit a fastball or helping his clients hit their financial goals, there’s nothing more rewarding to Brian than helping others succeed.
Education and Professional Milestones
- University of Indianapolis - bachelor’s degree in economics and finance
- Prior to Focus Partners Wealth, was a financial advisor with Prudential Financial